THE OPPORTUNITY
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A well-established and growing Independent Financial Advisory firm based in Horsham is looking for an experienced Financial Services Administrator to join their close-knit, friendly team. This is a permanent, full-time, office-based role in a firm that genuinely values its people where personality and capability matter as much as qualifications. The business is expanding rapidly, recently took on additional outsourced workload, and is planning further growth through practice acquisitions. If you're a dependable, detail-oriented administrator who knows financial services inside out, this is a fantastic opportunity to grow with a thriving firm.
THE ROLE
Working closely with a team of financial advisers and the paraplanning function, you will be responsible for end-to-end administration support across pensions, investments, and compliance. Your day-to-day will include:
Preparing and drafting suitability letters for pension top-ups, withdrawals, new pension arrangements, and investment recommendations
Accurately processing new business applications across pensions and investment products
Liaising with providers, platforms, and clients to obtain required information and documentation
Maintaining and updating client records in line with FCA compliance and regulatory standards
Supporting advisers with pre- and post-meeting administration
Ensuring all documentation meets internal compliance standards and FCA requirements
Monitoring pipelines and following up on outstanding cases to ensure timely progression
Occasionally supporting client-facing interactions such as trust registration, form signing, or short Zoom calls when advisers are away from the office
WHAT WE'RE LOOKING FOR
The ideal candidate will be an experienced financial services professional who is organised, accurate, and comfortable working autonomously in a fast-paced environment. xxuwjjq The firm has a strong team culture personality fit is important.
Essential:
Financial services admin experience: proven background in a similar role within an IFA, wealth management, or financial planning environment
Pensions and investment knowledge: strong working knowledge of pension products, investment wrappers, and associated administration processes
Suitability letter experience: demonstrable experience drafting and processing suitability letters/reports for pension and investment business
FCA compliance awareness: familiarity with FCA regulatory requirements and how they apply to day-to-day administration
Written communication: excellent written English with a high attention to detail letters and client-facing documents must be accurate and professional
IT proficiency: competent with Microsoft Office (Word, Excel, Outlook); experience with financial planning platforms or CRM systems an advantage
Desirable:
Experience with Xplan or similar financial planning/CRM platforms
Knowledge of Quilter or other network-based advisory environments
Exposure to trust registration, LPA, or complex estate administration
Any relevant financial services qualifications (e.g. CF1, R01, or equivalent)
WHAT'S ON OFFER
Salary of £30,000 £35,000 per annum, dependent on experience
23 days annual leave, rising by one day per year to a maximum of 25 days, plus bank holidays
Company pension scheme
Vitality Private Medical Insurance (PMI) employer covers 50% of the premium
Discretionary bonus scheme
Early Friday finish option: leave at 3pm on Fridays by making up two hours earlier in the week
Parking available nearby